14 articles
Elon Musk says Tesla aims to build 1 million Optimus humanoid robots per year in Fremont and 10 million units in Giga Texas. If achieved, it would mark the first industrial-scale humanoid robot production in history.
Microsoft CEO Satya Nadella revealed that thousands of NVIDIA GPUs sit idle due to power shortages, showing that energy—not chips—has become the real bottleneck in AI expansion.
Nvidia is supplying over 260,000 AI chips to Samsung, Hyundai, and SK Group through a government-backed South Korean initiative to strengthen national AI infrastructure.
NVIDIA CEO Jensen Huang believes humanoid robots are on track to become the world's biggest electronics market, potentially surpassing smartphones and computers as AI moves from digital screens into the physical world.
Google and NextEra Energy are partnering to restart Iowa's Duane Arnold nuclear plant, providing clean power for AI operations through 2029 under a 25-year agreement.
Alphabet's record $116 billion net income demonstrates its ability to fund massive AI infrastructure investments from operating profits alone.
Google has signed its first U.S. carbon-capture natural gas deal to power Midwest data centers as AI energy demands surge. The move highlights how tech giants are building their own energy solutions rather than waiting for the grid to catch up.
Google's historic TPU expansion deal with Anthropic signals a major shift in the AI infrastructure race, positioning the tech giant to challenge Microsoft's dominance while securing $7 billion in annual cloud revenue.
NVIDIA announced Starcloud is deploying H100 GPUs on satellites to run AI workloads in orbit, partnering with Rocket Lab ($RKLB) to pioneer space-based computing.
Artificial intelligence is reshaping America's energy landscape. New projections reveal that by 2030, U.S. data centers—powered largely by AI workloads—will consume 12% of the nation's electricity, a threefold jump from 4% in 2023.
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Peter Smith
Saad Ullah
Usman Salis
